Change log

April 6, 2025

Reference Number	Type	Summary
BMB-7083		CloudFAX Integration: Added a tooltip for the document name in the Fax Preview Window and the Document Viewer that displays the entire document name.
BMB-7670		Added an OCR+ workflow stencil with advanced functionality that allows you to convert handwritten text into machine-readable text. See OCR+ stencil for more information.
BMB-7883		Added a Document Stamp workflow which allows you to apply a stamp to a document as part of the workflow. See Document Stamp stencil for more information.
BMB-8048		Added an Extraction Pro workflow stencil with advanced functionality that allows you to extract line items from multiple tables on a single document. See Extraction Pro stencil for more information.

February 9, 2025

Reference Number	Type	Summary
BMB-7992		Line item rows in the Invoice Extraction workflow stencil can now be mapped to fields on a document other than those that exist in the extracted data for the row.

January 5, 2025

Reference Number	Type	Summary
BMB-6320		CloudFAX Integration: The Recipients field is autofocused after discarding changes made on the Send Fax page.
BMB-7808		Journal entries are now available for workflow items created by the Separation step.
BMB-7809		Journal entries are now available for workflow items created by a Classify and Extract step.
BMB-7810		Journal entries are now available for workflow items created by a Learned Automation step.

November 17, 2024

Reference Number	Type	Summary
BMB-7566		CloudFAX Integration: The Inbound Faxes page now defaults to show faxes for the logged in user.
BMB-7600		Improved the header names and added training status colors on the Manage Training page for the Classifier workflow stencil.
BMB-7660		Added a Rename Document workflow stencil, which allows you to change the name of a document via the workflow. See Rename Document stencil for more information.

October 13, 2024

Reference Number	Type	Summary
BMB-4322		After 3 failed login attempts, users are now blocked and will have to reset their password.
BMB-5714		Added a Classifier workflow stencil, which automatically splits and classifies documents using a machine learning AI model. See Classifier stencil for more information.
BMB-6895		Increased the font size in the HP Workpath App for devices with a 10.1" screen.
BMB-6898		CloudFAX Integration: Added a Recipient Phone Number substitution variable to the Message box when sending a fax.
BMB-7070		Fixed an issue that allowed users to enter line item data field values while the Line Item Panel was still loading.
BMB-7244		CloudFAX Integration: Added an Insert Phone substitution marker to the Message box when sending a fax.
BMB-7342		Line item type data fields are not supported when exporting data fields from an export stencil in CSV format.
BMB-7440		Added a Duplicate workflow stencil, which allows you to create an exact copy of a document, including data fields, that will continue through the workflow on a different path than the original document. See Duplicate stencil for more information.

August 18, 2024

Reference Number	Type	Summary
BMB-6846 BMB-6847 BMB-6848 BMB-6850 BMB-6851		Added an Export Data Fields tab to the AWS S3, FTP, SharePoint Online, Email, and FileBound export stencil configuration to allow an export of a file containing metadata. See Export stencils for more information.
BMB-7279		Added an Attachment Filter option for IMap, POP3, and Office 365 importer configurations, which allows you to specify which file types are imported.
BMB-7280		CloudFAX Integration: Fixed an issue where the list of users in the Inbound Faxes - Properties - Sharing tab was not loading where there was a large number of users.

July 14, 2024

Reference Number	Type	Summary
BMB-5712		Added a Translate Document workflow stencil to translate a document from one language to another using machine translation . See Translate Document stencil for more information.
BMB-5713		Added a Detect PII workflow stencil to identify and redact sensitive information on a document using a machine learning AI model. See Detect PII stencil for more information.
BMB-5715		Added an Invoice Extraction workflow stencil to automatically extract information from invoice type documents using a machine learning AI model. See Invoice Extraction stencil for more information.
BMB-5718		Added a Detect Signature workflow stencil to determine if a signature exists on a document using a machine learning AI model. See Detect Signature stencil for more information.
BMB-6185		Added a Summarize workflow stencil to develop a summary of a document and map the result to a data field using generative AI. See Summarize stencil for more information.
BMB-6188		Added an Extract Keywords workflow stencil to identify and extract the most important words or phrases from a document using generative AI. See Extract Keywords stencil for more information.
BMB-6414		Added a Simple Classifier workflow stencil to categorize documents based on the document content using a machine learning AI model. See Simple Classifier stencil for more information.
BMB-6482		Added an Add Template workflow stencil to insert a "template"  in .docx, .doc, or .rtf format into a document while it is being processed by the workflow. See Add Template stencil for more information.
BMB-6637		CloudFAX Integration: Fixed an issue where if the Firefox action for PDF content was set to anything other than "Open in Firefox," it prompted to download the file when printing from the Inbound Faxes page.
BMB-6672		Added a Data Extraction stencil to automatically extract information from documents using a machine AI learning model . See Data Extraction stencil for more information.
BMB-6767		An "Include Document" option has been added to Email Stencil properties. This option allows you to choose whether to attach the document to the email or not. See Email stencil for more information.
BMB-6768		CloudFAX Integration: The gray color for closed state users has been updated to a lighter color in the User drop-down list on the Inbound and Outbound faxes pages.
BMB-6973		CloudFAX Integration: Fixed an issue where faxes were not marked as read on the Faxes widget.

May 19, 2024

Reference Number	Type	Summary
BMB-4602		CloudFAX Integration: Added the ability to edit a document name from the toolbar in the Fax Preview Window.
BMB-5268		Users are now directly logged into the application once their password has been reset successfully.
BMB-6303		Fixed an issue where users were unable to login using Shibboleth SAML SSO.
BMB-6495		CloudFAX Integration: Added an action toolbar to the Faxes widget.
BMB-6633		Added a new "Large Text" data field type. See Data Dictionary for more information.
BMB-6640		CloudFAX Integration: Fixed an issue where "Mark as Read" was not working in the Faxes widget.

April 14, 2024

Reference Number	Type	Summary
BMB-6400		CloudFAX Integration: Fixed an issue where changes to folder column preferences were reverted when the browser language was changed to a different language.
BMB-6405		CloudFAX Integration: Closed users are now grayed out when filtering inbound faxes and outbound faxes by user.
BMB-6436		CloudFAX Integration: The date and time for Inbound Faxes, Outbound Faxes, and in exported CSV files is now displayed in the user’s timezone.
BMB-6446		CloudFAX Integration: Added User Current Date and User Current Time substitution variables, which will display in the user's local timezone.
BMB-6496		Tabbed widgets now remember which tab was selected when they are reloaded.
BMB-6558		CloudFAX Integration: Added User Full Name to the list of substitution variables available in Send Fax.
BMB-6602		The Navigation Menu is now expanded by default. It can be collapsed by clicking the Collapse Navigation Pane icon or the Collapse Navigation Pane arrow.

February 11, 2024

Reference Number	Type	Summary
BMB-2161		Added the ability to export work items in CSV or XML format.
BMB-6066		Added a Microsoft Office 365 importer. See Configure a Microsoft Office 365 importer for more information.

October 29, 2023

Reference Number	Type	Summary
BMB-5428		CloudFAX integration: Users can now search for and select recipients from contact lists when addressing a fax in Send Fax.
BMB-5564		CloudFAX integration: Renamed the Status column to Status Text and added a Status Column which displays the status code in files exported from the Outbound Faxes page.

September 24, 2023

Reference Number	Type	Summary
BMB-5332		Added the %@sectionindex% substitution variable to allow pages that have been split by the separation stencil to be identified.
BMB-5643		Fixed an issue where entering a negative number in a numeric field yielded a NaN field value.

August 6, 2023

Reference Number	Type	Summary
BMB-4875		CloudFAX integration: Reordered the default column order on the Outbound Faxes page and the Faxes widget.

July 2, 2023

Reference Number	Type	Summary
BMB-4265		Fixed an issue where IP restrictions weren't working as expected with the CloudFAX integration.
BMB-4343		CloudFAX Integration: Updated the name of the Total column to 'Cost Per Units' and added Username, Contact Name, and Units columns on the Outbound Faxes Export.

May 21, 2023

Reference Number	Type	Description
BMB-4873		CloudFAX Integration: Added Contact Name, Cost per unit, and Units as column options on the Outbound Faxes page.
BMB-5147		Fixed an issue where only English was displayed when OCR was configured for multiple languages.

April 23, 2023

Reference Number	Type	Description
BMB-1451		Added the ability to view user permissions from the Workflows page. See Workflows for more information.
BMB-4290		CloudFAX Integration: Added the ability to print multiple inbound faxes.
BMB-4610		Fixed an issue where lookup data fields were not automatically populated.
BMB-4649		Fixed an issue where valid date data fields became invalid after moving between documents.
BMB-4651		CloudFAX integration: Fixed an issue where the Fax Number and Contact Name fields were being combined on the Broadcast Details page.
BMB-4782		Fixed an issue that caused classify and extract and learned automation workflow errors in some cases.
BMB-4872		CloudFAX Integration: The default option in the Open Files dialog box when adding files to a fax in Send Fax is now All Files(*.*).
BMB-4993		CloudFAX Integration: The Document Name field is now displayed in inbound fax details.
BMB-5128		Fixed an issue where line items disappeared from the Line Item Panel.

March 19, 2023

Reference Number	Type	Description
BMB-4505		CloudFAX Integration: Added the ability to export outbound faxes in XML format.
BMB-4601		CloudFAX Integration: Added a Document Name column in the Inbox.
BMB-4607		CloudFAX Integration: Added the ability to download outbound faxes in PNG and PDF formats.
BMB-4639		Added an 'Allow Timeout' setting on the Advanced tab of User Action workflow stencils. See User Action stencil for more information.

January 29, 2023

Reference Number	Type	Description
BMB-4126		Added a button in the header that allows users to share feedback with our team.
BMB-4240		Added a new data field validation type that works against a data source. See Data Dictionary for more information.
BMB-4241		Added a new lookup data field type that performs a lookup against a data source. See Configure a lookup data field for more information.
BMB-4287		Added a button in the header that allows users to see what's new in the product.

January 01, 2023

Reference Number	Type	Description
BMB-2551		Added a Display as list option to lookup type data field configuration. When this option is selected, lookup values will display in list view.
BMB-4063		An "Executing action..." message now displays when scanning in a large number of documents.
BMB-4173		Added support for iManage.
BMB-4178		Fixed an issue that caused an error to occur when exporting documents to FileBound before the last data field was validated.
BMB-4196		Fixed an issue that caused an error to occur when opening Work Items.
BMB-4363		Fixed an issue that caused line item values to disappear.
BMB-4584		CloudFAX Integration: Fixed an issue where the ‘Enter Fax Number’ placeholder text was cut off in Send Fax when the browser language was set to German.

December 04, 2022

Reference Number	Type	Description
BMB-1648		Fixed an issue where multi-page TIFF files did not export correctly from Intelligent Capture to FileBound projects with an auto counter.
BMB-3714		HP Workpath: Added the ability to print a fax from the Inbox.
BMB-3954		Added RegEx capture support for data field substitution.
BMB-4021		Added a Barcode Cover Page workflow stencil which maps barcode values to data fields as part of the workflow. See Barcode Cover Page stencil for more information.
BMB-4062		An "Executing Action" message is now displayed when processing the deletion of documents or folders from the Document Panel.
BMB-4130		A selection is now always present in the Document Panel.
BMB-4148		Fixed an issue where users were unable to enter data fields while a document was refreshing.
BMB-4167		Added document sorting options to the Advanced tab in the User Action workflow stencil.
BMB-4225		Improved the user experience for a login with an expired password.
BMB-4260		Fixed an issue where date data field values were carried over from one document to the next.
BMB-4344		CloudFax Integration: Added the ability to resend inbound notifications in bulk.
BMB-4361		Fixed an issue where the calendar control was displayed after entering a date data field value manually and using tab to move to the next data field.
BMB-4365		Fixed an issue where data fields were uneditable after a session timeout.
BMB-4466		CloudFax Integration: Added an Open Full View action to the Faxes widget that allows users to navigate to the Inbound Faxes or Outbox Faxes pages.

October 23, 2022

Reference Number	Type	Description
BMB-3989		Fixed an issue with data field validation that prevented line item entry from working as expected.

September 25, 2022

Reference Number	Type	Description
BMB-3712		Added an option to the Advanced tab for User Action workflow stencils to control tabbing behavior when tabbing from the last data field in the Data Fields Panel.
BMB-3920		Metadata from inbound faxes is now captured when using a fax importer. See Configure a Fax Importer for more information.
BMB-3975		Metadata from emails is now captured when using an email importer. See Configure an IMap or POP3 Importer for more information.
BMB-4011		CloudFAX integration: The Choose File dialog box in Send Fax now defaults to supported file types.

August 28, 2022

Reference Number	Type	Description
BMB-808		Added a Web Service workflow export stencil which allows documents and metadata to be sent to REST API endpoints. See Web Service stencil for more information.
BMB-3144		Enhanced date formats, such as April 5, 2022 and 5 April 2022, are now supported during forms extraction.
BMB-3363 BMB-3364		Added an Enable Automatic Identity Mapping check box to Device Properties when the Authentication Mode is set to Device.
BMB-3540		Added a Required (Not Blank) validation type for lookup and date data field types.
BMB-3713		HP Workpath: Added the ability to view Inbound and Outbound Faxes for users with the CloudFAX integration.
BMB-3715		Fixed an issue that caused an upload error to occur when scanning 20 or more pages into Intelligent Capture.
BMB-3953		Password Policy: Added the ability to allow passwords to contain user name, email username, or domain.

July 31, 2022

Reference Number	Type	Description
BMB-1314		IMAP import: Added the ability to select a subfolder for email import and a subfolder to move emails to once imported.
BMB-3504		CloudFAX integration: Added the ability to sort columns on the Outbound Faxes page.
BMB-3699		Fixed an issue where data field values flashed when the value was entered and then the user hovered over value.
BMB-3700		Fixed an issue where the last data field value was carried over from the previously indexed document.
BMB-3787		Fixed an issue in the Line Item Panel where the tab order didn't work as expected when the first field was a lookup data field.
BMB-3846		Fixed an issue in the Line Item Panel that caused line items to carry over between documents.

July 1, 2022

Reference Number	Type	Description
BMB-2550		Added the Required (Not Blank) validation type for lookup and text data fields.
BMB-3377 BMB-3378 BMB-3379		Added the ability to import/export a workflow. See Workflows for more information.
BMB-3381		Improved the UX for drop-down lists.
BMB-3438		Added a Learned Automation Training Status indicator to the header. See The Header for more information.
BMB-3439		Added a vertical scrollbar to the window that appears when adding a widget to the Home Page.
BMB-3478		The Training tab no longer appears for user action steps following a learned automation step where training is locked.
BMB-3505		CloudFAX Integration: Added the ability to sort columns on the Inbound Faxes page.
BMB-3543		Added text hint to the Workflow Name filter on the Administration Settings - Workflows page.
BMB-3587		Improved the UX for importing a device.
BMB-3604		Toolbar elements are now vertically centered.
BMB-3630		Tab name text is now selected so a user can edit the tab name without an additional mouse click after adding a tab on the Home page.
BMB-3631		The Page Usage by User widget can be minimized/maximized when a user is editing the Homepage.
BMB-3691		Fixed an issue where users were unable to select values in the Lookup Field window by using keyboard arrow keys and then pressing the Enter key.
BMB-3698		Fixed an issue where tabbing between fields in the Line Items Panel was not working as expected.

April 24, 2022

Reference Number	Type	Description
BMB-2285		Added file name filtering to the OneDrive widget.
BMB-3034		Learned Automation: Added an option in the Project Editor to reset training. See Project Editor for more information.
BMB-3036		Learned Automation: Added an option in Learned Automation stencil properties that allows users to lock training. See Learned Automation stencil for more information.
BMB-3192		Workpath App: The allowed IP list and device secret are now verified when a user uses form authentication.
BMB-3425		CloudFAX integration: Improved the UX of the Recipients area in Send Fax.
BMB-3475		Added a Document Limits section to Tenant Options. See Tenant Options for more information.
BMB-3476		Added a Document Limits tab to User Properties. See Add a user for more information.
BMB-3490 BMB-3491		Added a Page Usage by User widget. See Page Usage by User for more information.

March 27, 2022

Reference Number	Type	Description
BMB-1982		HP Workpath App: Added the ability to print documents from MyFiles.
BMB-3030		Updated Mobile Capture libraries to latest release.
BMB-3122		Added new machine learning driven document classification and data extraction features to the product called Learned Automation. An advanced license is required. See Learned automation for more information.
BMB-3178		Settings: Data Dictionary can now be filtered by which workflow the field was referenced in.
BMB-3318		An Administrator will now have to accept Terms of Service in order to use the product.
BMB-3409		Data Dictionary fields actively used in Learned Automation stencils cannot be deleted.

March 27, 2022

Reference Number	Type	Description
BMB-1982		HP Workpath App: Added the ability to print documents from MyFiles.
BMB-3030		Updated Mobile Capture libraries to latest release.
BMB-3122		Added new machine learning driven document classification and data extraction features to the product called Learned Automation. An advanced license is required. See Learned automation for more information.
BMB-3178		Settings: Data Dictionary can now be filtered by which workflow the field was referenced in.
BMB-3318		An Administrator will now have to accept Terms of Service in order to use the product.
BMB-3409		Data Dictionary fields actively used in Learned Automation stencils cannot be deleted.

February 13, 2022

Reference Number	Type	Description
BMB-1523		Settings: Users can now be filtered by Name or Email.
BMB-2335		Added support for Annotations in the Document Preview Window. See Annotations for more information.
BMB-3116		Settings: Data Dictionary can now be filtered by Name or Display Name.
BMB-3117		Settings: Data Dictionary can now be filtered by Data Field Type.
BMB-3118		Settings: Workflows can now be filtered by Name.

January 09, 2022

Reference Number	Type	Description
BMB-3040		Added a Set Data Fields workflow stencil which updates data field values as part of the workflow. See Set Data Fields stencil for more information.